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MyPlanIQ 401k Investor THE INVESTMENT INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES

THE INVESTMENT INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES Investment Model Portfolios

This Plan is unrated.
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THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES
Investment Options
Total Available Funds: 63
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JEVNX Emerging Markets Fund
Others
Target Date 2011-2015 JLBOX Retirement Living at 2015
Aggressive Allocation JILGX JH Lifestyle Fund – Growth Portfolio
Target Date 2041-2045 JLJOX Retirement Living at 2045
INTERNATIONAL EQUITY
Foreign Large Growth JIIOX International Opportunities Fund
WORLD STOCK JEFGX Global Fund
WORLD STOCK JGYAX Global Shareholder Yield Fund
US EQUITY
LARGE GROWTH JLVIX John Hancock Large Cap Equity Fund
SMALL VALUE JESVX Small Cap Value Fund
Small Growth JESGX Small Cap Growth Fund
Total Available Funds: 63
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JEVNX Emerging Markets Fund
Others
Target Date 2011-2015 JLBOX Retirement Living at 2015
Aggressive Allocation JILGX JH Lifestyle Fund – Growth Portfolio
Target Date 2041-2045 JLJOX Retirement Living at 2045
Target Date 2021-2025 JLEOX Retirement Living at 2025
Target Date 2031-2035 JLHOX Retirement Living at 2035
Target Date 2026-2030 JLFOX Retirement Living at 2030
Target Date 2036-2040 JLIOX Retirement Living at 2040
Moderate Allocation JILBX JH Lifestyle Fund – Balanced Portfolio
Conservative Allocation JILCX JH Lifestyle Fund – Conservative Portfolio
Conservative Allocation JILMX JH Lifestyle Fund – Moderate Portfolio
Target Date 2000-2010 JLAOX Retirement Living at 2010
Target Date 2016-2020 JLDOX Retirement Living at 2020
Utilities JEUTX Utilities Fund
Health JEHSX Health Sciences Fund
Technology JESTX Science & Technology Fund
Financial JEFSX Financial Services Fund
Natural Resources JINRX Natural Resources Fund
Multialternative JAAIX Alternative Asset Allocation Fund
Target Date 2046-2050 JLKOX Retirement Living at 2050
Moderate Allocation JCAVX Capital Appreciation Value Fund
INTERNATIONAL EQUITY
Foreign Large Growth JIIOX International Opportunities Fund
WORLD STOCK JEFGX Global Fund
WORLD STOCK JGYAX Global Shareholder Yield Fund
WORLD STOCK JTCNX Technical Opportunities Fund
WORLD STOCK JGPNX John Hancock Global Opportunities Fund
Foreign Large Value JIVIX International Value Fund
Foreign Small/Mid Value JIIMX International Small Cap Fund
Foreign Large Value GIDEX International Core Fund
US EQUITY
LARGE GROWTH JLVIX John Hancock Large Cap Equity Fund
SMALL VALUE JESVX Small Cap Value Fund
Small Growth JESGX Small Cap Growth Fund
MID-CAP VALUE JEMUX Mid Value Fund
LARGE BLEND JILAX JH Lifestyle Fund – Aggressive Portfolio
LARGE GROWTH JIBCX Blue Chip Growth Fund
MID-CAP BLEND JECIX Mid Cap Index Fund
LARGE VALUE JIEMX Equity Income Fund
LARGE BLEND JETSX Total Stock Market Index Fund
SMALL BLEND JESIX Small Cap Index Fund
LARGE GROWTH JICPX Capital Appreciation Fund
LARGE BLEND JEQAX Fundamental All Cap Core Fund
SMALL BLEND JISOX Small Cap Opportunities Fund
MID-CAP VALUE JEVLX Value Fund
LARGE BLEND JHUMX U.S. Equity Fund
SMALL BLEND JISVX Small Company Value Fund
SMALL BLEND JISVX Small Company Value Fund
Mid-Cap Growth JIMSX Mid Cap Stock Fund
SMALL BLEND JSIFX John Hancock Small Cap Intrinsic Value Fund
LARGE BLEND JHFLX Fundamental Value Fund
LARGE VALUE JFVAX Fundamental Large Cap Value Fund
LARGE BLEND JICVX All Cap Value Fund
LARGE BLEND JEACX All Cap Core Fund
LARGE BLEND JEINX 500 Index Fund
REAL ESTATE
REAL ESTATE JIREX Real Estate Securities Fund
Global Real Estate JHAMX Global Real Estate Fund
FIXED INCOME
WORLD BOND JIGDX Global Bond Fund
Multisector Bond JESNX Strategic Income Opportunities Fund
High Yield Bond JIHDX High Yield Fund
Intermediate-Term Bond JITRX Total Return Fund
Inflation-Protected Bond JIRRX Real Return Bond Fund
Intermediate-Term Bond JIQBX Investment Quality Bond Fund
High Yield Bond JHAQX High Income Fund
Intermediate-Term Bond JIADX Active Bond Fund
Total Available Funds: 63
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS JEVNX Emerging Markets Fund 72% 1 60 0 1.06% 11.9%
Others
Target Date 2011-2015 JLBOX Retirement Living at 2015 85% 1 60 0 0.53% 7.14%
Aggressive Allocation JILGX JH Lifestyle Fund – Growth Portfolio 84% 1 60 0 0.97% 13.58%
Target Date 2041-2045 JLJOX Retirement Living at 2045 83% 1 60 0 0.84% 9.86%
Target Date 2021-2025 JLEOX Retirement Living at 2025 82% 1 60 0 0.61% 8.81%
Target Date 2031-2035 JLHOX Retirement Living at 2035 82% 1 60 0 0.71% 9.33%
Target Date 2026-2030 JLFOX Retirement Living at 2030 80% 1 60 0 0.69% 9.04%
Target Date 2036-2040 JLIOX Retirement Living at 2040 80% 1 60 0 0.64% 9.77%
Moderate Allocation JILBX JH Lifestyle Fund – Balanced Portfolio 79% 1 60 0 1.18% 10.61%
Conservative Allocation JILCX JH Lifestyle Fund – Conservative Portfolio 79% 1 60 0 1.33% 3.47%
Conservative Allocation JILMX JH Lifestyle Fund – Moderate Portfolio 77% 1 60 0 0.92% 6.72%
Target Date 2000-2010 JLAOX Retirement Living at 2010 76% 1 60 0 0.51% 6.25%
Target Date 2016-2020 JLDOX Retirement Living at 2020 76% 1 60 0 0.66% 6.75%
Utilities JEUTX Utilities Fund 65% 1 60 0 0.97% 1.44%
Health JEHSX Health Sciences Fund 62% 1 60 0 1.18% 15.53%
Technology JESTX Science & Technology Fund 58% 1 60 0 1.16% 23.92%
Financial JEFSX Financial Services Fund 54% 1 60 0 0.91% 6.05%
Natural Resources JINRX Natural Resources Fund 45% 1 60 0 1.1% 0.96%
Multialternative JAAIX Alternative Asset Allocation Fund 35% 1 60 0 1.66% 1.88%
Target Date 2046-2050 JLKOX Retirement Living at 2050 17% 1 60 0 0.72% 7.86%
Moderate Allocation JCAVX Capital Appreciation Value Fund 0% 1 60 0 0.92% 0.68%
INTERNATIONAL EQUITY
Foreign Large Growth JIIOX International Opportunities Fund 89% 1 60 0 0.66% 5.41%
WORLD STOCK JEFGX Global Fund 79% 1 60 0 0.95% 12.92%
WORLD STOCK JGYAX Global Shareholder Yield Fund 15% 1 60 0 0.84% 12.84%
WORLD STOCK JTCNX Technical Opportunities Fund 0% 1 60 0 1.38% 3.59%
WORLD STOCK JGPNX John Hancock Global Opportunities Fund 0% 1 60 0 0.96% 0.52%
Foreign Large Value JIVIX International Value Fund 0% 1 60 0 0.89% 11.55%
Foreign Small/Mid Value JIIMX International Small Cap Fund 0% 1 60 0 1.08% 0%
Foreign Large Value GIDEX International Core Fund 0% 1 60 0 1.58% 5.18%
US EQUITY
LARGE GROWTH JLVIX John Hancock Large Cap Equity Fund 95% 1 60 0 1.15% 11.67%
SMALL VALUE JESVX Small Cap Value Fund 92% 1 60 0 1.33% 11.26%
Small Growth JESGX Small Cap Growth Fund 85% 1 60 0 1.16% 0.08%
MID-CAP VALUE JEMUX Mid Value Fund 81% 1 60 0 1.06% 20.27%
LARGE BLEND JILAX JH Lifestyle Fund – Aggressive Portfolio 81% 1 60 0 1.29% 15.2%
LARGE GROWTH JIBCX Blue Chip Growth Fund 80% 1 60 0 1.88% 9.91%
MID-CAP BLEND JECIX Mid Cap Index Fund 80% 1 60 0 0.54% 8.96%
LARGE VALUE JIEMX Equity Income Fund 79% 1 60 0 0.72% 39.56%
LARGE BLEND JETSX Total Stock Market Index Fund 78% 1 60 0 0.57% 3.07%
SMALL BLEND JESIX Small Cap Index Fund 78% 1 60 0 0.6% 8.02%
LARGE GROWTH JICPX Capital Appreciation Fund 75% 1 60 0 0.8% 17.51%
LARGE BLEND JEQAX Fundamental All Cap Core Fund 68% 1 60 0 0.76% 12.18%
SMALL BLEND JISOX Small Cap Opportunities Fund 63% 1 60 0 0.87% 2.48%
MID-CAP VALUE JEVLX Value Fund 0% 1 60 0 0.83% 71.38%
LARGE BLEND JHUMX U.S. Equity Fund 0% 1 60 0 0.79% 0%
SMALL BLEND JISVX Small Company Value Fund 0% 1 60 0 1.22% 0%
SMALL BLEND JISVX Small Company Value Fund 0% 1 60 0 1.22% 0%
Mid-Cap Growth JIMSX Mid Cap Stock Fund 0% 1 60 0 0.91% 0%
SMALL BLEND JSIFX John Hancock Small Cap Intrinsic Value Fund 0% 1 60 0 0.94% 1.29%
LARGE BLEND JHFLX Fundamental Value Fund 0% 1 60 0 0.8% 0.73%
LARGE VALUE JFVAX Fundamental Large Cap Value Fund 0% 1 60 0 1.3% 0%
LARGE BLEND JICVX All Cap Value Fund 0% 1 60 0 0.87% 0%
LARGE BLEND JEACX All Cap Core Fund 0% 1 60 0 0.86% 1.04%
LARGE BLEND JEINX 500 Index Fund 0% 1 60 0 0.53% 6.18%
REAL ESTATE
REAL ESTATE JIREX Real Estate Securities Fund 82% 1 60 0 0.88% 1.7%
Global Real Estate JHAMX Global Real Estate Fund 0% 1 60 0 1% 0%
FIXED INCOME
WORLD BOND JIGDX Global Bond Fund 89% 1 60 0 0.94% 2.57%
Multisector Bond JESNX Strategic Income Opportunities Fund 81% 1 60 0 0.83% 8.25%
High Yield Bond JIHDX High Yield Fund 80% 1 60 0 0.86% 6.84%
Intermediate-Term Bond JITRX Total Return Fund 0% 1 60 0 0.78% 4.64%
Inflation-Protected Bond JIRRX Real Return Bond Fund 0% 1 60 0 1.09% 0%
Intermediate-Term Bond JIQBX Investment Quality Bond Fund 0% 1 60 0 0.75% 2.57%
High Yield Bond JHAQX High Income Fund 0% 1 60 0 0.73% 5.99%
Intermediate-Term Bond JIADX Active Bond Fund 0% 1 60 0 0.69% 2.01%
Average Expense Ratio: 0.93%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 12.0% 13.8% 4.0% 4.1% 5.8% 5.4%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 10.5% 2.1% 5.0% 2.0% 3.9%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 63 funds. It covers 5 major asset classes and 39 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and REITs.


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